JN
ChFC
JN
ChFC

Joshua Paul Nunn

7 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
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Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joshua is a creative director at Beach Chapel, dedicating about 10-20% of his time. He also works as a musician at Movement Church for a few hours per week and spends about 10% of his time on insurance sales.

Employment History
Current Registrations
Centura Wealth Advisory
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Financial Sense Advisors, INC.
November 2018 - April 2023 · 4 yrs 5 mos
Financial Sense Securities, INC.Broker
August 2018 - April 2023 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.